subscriber-login-icon
Subscriber Login
Sign Up

Research & Reports

Soleares Research, LLC is a market research and consulting firm servicing the annuity and life insurance businesses. We provide, through our website, periodic articles that cover important industry trends; we also offer clients phone or on-site consultations, executive briefings and presentations. We pride ourselves on first-class customer service and responsiveness to our clients. We aim to be an indispensable resource to the marketplace.
Sort By Type
Research
All Reports Research
Sort By Topic
Select
All 1035 exchanges Acquisition Asset allocation Benefit buyback programs Benefit exchange programs Benefit Rate Sheets Benefit risk update Commissions Compliance Contingent annuities Contract exchange programs Death benefits Deferred income annuities Defined Outcome Portfolios Distribution DOL fiduciary rule Dual Direction ESG Investing Fee-based annuities Fixed annuities Fixed-indexed annuities Hedging Immediate annuities IOVAs IRAs Living benefits Managed-volatility portfolios Marketing Merger Monthly fund report Net flows Pensions Principal protection Purchase provisions Qualified plans Quarterly earnings report Quarterly reports Registered Index-Linked Annuities Reinsurance Reserving Sales Suitability Taxes Variable annuities Variable funds Variable life Year in review report

New Coverage: Variable Insurance Volatility-Managed Portfolios

This spreadsheet is a comprehensive list of all variable insurance volatility-managed portfolios that were in operation through the second quarter of 2012…

Update: Comprehensive List of In-force GLWBs

This table provides capsule summaries of all variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) that, according to our records, are still available for sale; it is an update to a table we posted last September...

Update: New Guaranteed Lifetime Withdrawal Benefits Filed in 2011

This grid is our final update of our coverage of new variable annuity Guaranteed Lifetime Withdrawal Benefits (GLWBs) filed with the SEC in 2011…

Update: New Variable Annuity Contracts Filed in 2011

This grid is our final update to our coverage of new variable annuity contracts filed with the SEC in 2011…

Update: Selected Guaranteed Minimum Income Benefits

This grid updates our coverage of selected Guaranteed Minimum Income Benefits (GMIBs), including references to some riders that were recently closed…

Update: Summaries of Contingent Annuity Products

This table updates our coverage of contingent annuity products filed with the SEC since they were first introduced to the industry…

New Coverage: Comprehensive List of In-force GLWBs

This grid is our comprehensive list with summaries of variable annuity lifetime withdrawal benefits that are currently available for sale around the industry; it currently contains more than 100 different riders from a host of...

Update: Specialty Guaranteed Minimum Death Benefits

This grid is an update to our coverage of specialty Guaranteed Minimum Death Benefits (GMDBs) that work in tandem with various living benefits…

Update: Summaries of New VA Contracts Filed in 2010

This table is our final update to our list of new VA contracts filed with the SEC in the year 2010…